Whalen Wealth Management Inc. Buys Shares of 6,126 Advanced Micro Devices, Inc. $AMD

Key Points

• Whalen Wealth Management purchased a new position of 6,126 shares of Advanced Micro Devices (NASDAQ:AMD), worth about $1.312 million during the fourth quarter.
• AMD has seen bullish momentum from strong Q4 results (EPS $1.53 vs. $1.32 expected; revenue $10.27B, +34.1% Y/Y), multiple analyst upgrades, CIQ partnership news and institutional buying tied to AI/data‑center demand, supporting a consensus price target near $290.53.
• Insiders have been net sellers recently — CEO Lisa Su sold 85,000 shares (~$16.9M) and insiders disposed of 239,392 shares (~$50M) over the past 90 days — while institutions own about 71.34% of the stock.

Whalen Wealth Management Inc. purchased a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 6,126 shares of the semiconductor manufacturer's stock, valued at approximately $1,312,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. ORG Wealth Partners LLC increased its stake in shares of Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock worth $26,000 after purchasing an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. lifted its position in Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock valued at $26,000 after purchasing an additional 61 shares in the last quarter. Aviso Financial Inc. lifted its position in Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after purchasing an additional 160 shares in the last quarter. Delos Wealth Advisors LLC grew its holdings in Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after purchasing an additional 100 shares during the period. Finally, Evolution Wealth Management Inc. purchased a new stake in Advanced Micro Devices in the second quarter worth about $34,000. Hedge funds and other institutional investors own 71.34% of the company's stock.

Advanced Micro Devices News Summary

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: Multiple analyst upgrades and bullish notes — including a recent upgrade that helped spark a sharp intraday move — are lifting sentiment by linking AMD’s roadmap to rising AI/data‑center demand. Advanced Micro Devices (AMD) Stock Surges 4% Following Bullish Analyst Upgrade
• Positive Sentiment: CIQ partnership targets open, power‑efficient AI infrastructure (Rocky Linux + ROCm) optimized for AMD Instinct GPUs and EPYC CPUs — this improves software ecosystem stickiness for data‑center and inference use cases. Advanced Micro Devices (AMD) Is Up 6.7% After New CIQ Partnership Targets Open, Power‑Efficient AI Infrastructure
• Positive Sentiment: Top Wall Street analysts upgraded/raised ratings citing strong data‑center demand and AI tailwinds, reinforcing buy-side conviction and prompting fresh coverage upgrades. ‘Buy AMD Stock,’ Says Top Analyst as Strong Data Center Demand Drives Upgrade
• Positive Sentiment: Institutional buying: reports show quant and hedge funds (e.g., D. E. Shaw) adding to AMD positions, which supports upward price momentum. Advanced Micro Devices (AMD): D. E. Shaw Is Loading Up on This Chip Stock
• Positive Sentiment: Supply/partner wins: deeper AMD‑Samsung ties for HBM4 and advanced DRAM reduce future supply risk for next‑gen Instinct accelerators and EPYC CPUs, a material positive for roadmap execution. Advanced Micro Devices, Inc. (AMD) and Samsung Deepen Ties to Power Next Generation AI Infrastructure
• Positive Sentiment: Market share signals: March Steam hardware survey showed gains for AMD CPUs/GPUs, adding evidence of continued end‑market traction in consumer and gaming segments. AMD Stock Jumps Alongside Gains In the March 2026 Steam Hardware Survey
• Neutral Sentiment: AI ETF flow/context: broader AI ETFs that hold AMD are attracting inflows, which can support demand but also create correlation risk with the sector. 3 AI ETFs That Let You Invest in the Entire AI Boom at Once (AMD)
• Neutral Sentiment: Analysts are revisiting price targets and assumptions (some unchanged fair‑value anchors); these updates can cause short‑term volatility as models absorb new AI/GPU deals. How The AMD (AMD) Investment Story Is Shifting With AI Deals And Mixed Analyst Targets
• Negative Sentiment: Notable insider/manager trims: Cathie Wood’s Ark reportedly sold ~57k AMD shares and other high‑profile trims (e.g., Ray Dalio mention) create headline pressure and may trigger short‑term outflows. Bye Bye, AMD! Cathie Wood Ditches 57K Advanced Micro Shares
• Negative Sentiment: Macro/geopolitical risk: Iran‑related volatility and sectorwide chip selloffs can pressure AMD along with peers, offsetting company‑specific positives during risk‑off moves. Trump's Iran Update Spikes Volatility. Now What?

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $217.50 on Friday. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The business has a 50-day moving average price of $209.87 and a 200-day moving average price of $214.49. The firm has a market cap of $354.60 billion, a price-to-earnings ratio of 82.08, a PEG ratio of 0.82 and a beta of 1.96.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts' consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the previous year, the business earned $1.09 earnings per share. The firm's revenue for the quarter was up 34.1% on a year-over-year basis. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $230.00 price objective on shares of Advanced Micro Devices in a research note on Monday, March 16th. Piper Sandler reissued an "overweight" rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Roth Mkm restated a "buy" rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. The Goldman Sachs Group lifted their price target on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the company a "neutral" rating in a report on Wednesday, February 25th. Finally, Wall Street Zen upgraded shares of Advanced Micro Devices from a "hold" rating to a "buy" rating in a research report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $290.53.

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 85,000 shares of the business's stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the sale, the chief executive officer owned 3,146,006 shares in the company, valued at approximately $625,331,612.62. The trade was a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the business's stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the sale, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 239,392 shares of company stock valued at $50,016,383 over the last 90 days. Insiders own 0.06% of the company's stock.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc NASDAQ: AMD is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company's product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.

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